Artwork

Contenuto fornito da Anna Sothen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Anna Sothen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Player FM - App Podcast
Vai offline con l'app Player FM !

Lessons in Family, Finances, and Balance

13:37
 
Condividi
 

Manage episode 400274479 series 3553045
Contenuto fornito da Anna Sothen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Anna Sothen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Tune into this episode ( previously recorded under my old brand) with local RVA Financial Planner, Jacob Charlwood.
Jacob says: "We want our clients to have confidence that the financial decisions they're making are the right ones. We want to be the resource for when things get turned upside down. And that way you guys are able to dream and come up with big ideas, and we'll see if we can make them happen."
Timestamped Outline:

  • (00:04:19) Financial Planning for All: Debunking the Wealth Myth
  • (00:08:05) Lessons in Family, Finances, and Balance
  • (00:10:25) Independent Financial Planning Solutions(00:14:39) Personalized Financial Planning Solutions

Guest Bio:
Jacob Charlwood is a financial advisor with Capital Financial Solutions, an independent financial planning firm. With a focus on the importance of financial planning for everyone, Jacob helps individuals and families in the community make informed budgeting and savings decisions. With his expertise in organizing and understanding clients' current financial situations, Jacob provides valuable advice and guidance on personal finance matters. Anna Sothen, the host of a podcast, recommends Jacob as a reliable financial advisor. To further assist individuals, Jacob's website, jacobcharlwood.com, offers resources such as articles and calculators for financial planning.
#rvabusiness #richmondvirginia #podcast #financialplanning
Want to apply to be a guest or discuss sponsorship?
go to rvaconnected.annasothen.com/home
Or connect with me on Social Media:
TikTok @rvaconnected
YouTube @rvaconnected
Facebook @annasothenrvaconnecter
LinkedIn Anna Sothen
Instagram @annasothenrvaconnecter

If you’re reading this information, first of all, “Thank You!.

Secondly, it would mean the world to me if you would subscribe to my podcast on YouTube, Spotify or Google Podcast.

Spotify Link

Google Podcast Link

YouTube link: @rvaconnected

Want to be a guest?

Comment PODCAST GUEST, and someone on my team will reach out to you with details.

Want to become a sponsor?

Comment SPOINSOR

For more information, head over to rvaconnected.annasothen.com/home

Or www.annasothen.com

#richmondvirginia #RVA Connected #rvasmallbusiness

  continue reading

33 episodi

Artwork
iconCondividi
 
Manage episode 400274479 series 3553045
Contenuto fornito da Anna Sothen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Anna Sothen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Tune into this episode ( previously recorded under my old brand) with local RVA Financial Planner, Jacob Charlwood.
Jacob says: "We want our clients to have confidence that the financial decisions they're making are the right ones. We want to be the resource for when things get turned upside down. And that way you guys are able to dream and come up with big ideas, and we'll see if we can make them happen."
Timestamped Outline:

  • (00:04:19) Financial Planning for All: Debunking the Wealth Myth
  • (00:08:05) Lessons in Family, Finances, and Balance
  • (00:10:25) Independent Financial Planning Solutions(00:14:39) Personalized Financial Planning Solutions

Guest Bio:
Jacob Charlwood is a financial advisor with Capital Financial Solutions, an independent financial planning firm. With a focus on the importance of financial planning for everyone, Jacob helps individuals and families in the community make informed budgeting and savings decisions. With his expertise in organizing and understanding clients' current financial situations, Jacob provides valuable advice and guidance on personal finance matters. Anna Sothen, the host of a podcast, recommends Jacob as a reliable financial advisor. To further assist individuals, Jacob's website, jacobcharlwood.com, offers resources such as articles and calculators for financial planning.
#rvabusiness #richmondvirginia #podcast #financialplanning
Want to apply to be a guest or discuss sponsorship?
go to rvaconnected.annasothen.com/home
Or connect with me on Social Media:
TikTok @rvaconnected
YouTube @rvaconnected
Facebook @annasothenrvaconnecter
LinkedIn Anna Sothen
Instagram @annasothenrvaconnecter

If you’re reading this information, first of all, “Thank You!.

Secondly, it would mean the world to me if you would subscribe to my podcast on YouTube, Spotify or Google Podcast.

Spotify Link

Google Podcast Link

YouTube link: @rvaconnected

Want to be a guest?

Comment PODCAST GUEST, and someone on my team will reach out to you with details.

Want to become a sponsor?

Comment SPOINSOR

For more information, head over to rvaconnected.annasothen.com/home

Or www.annasothen.com

#richmondvirginia #RVA Connected #rvasmallbusiness

  continue reading

33 episodi

ทุกตอน

×
 
Loading …

Benvenuto su Player FM!

Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.

 

Guida rapida

Ascolta questo spettacolo mentre esplori
Riproduci